INVITATION FOR MILWAUKEE CPSKIT-3 BID COLLECTIVE 7000145578 Issued: 07/11/2017 Bid Submission Deadline: 07/21/2017 by 3:00 p.m. (Central Time) CPS Energy Procurement Analyst: Tomasita Swift Procurement Analyst, Supply Chain [email protected] Award Evaluation Criteria: Price Delivery Best Value1 Other: The City of San Antonio, acting by and through City Public Service Board (“CPS Energy”), is interested in acquiring Goods and/or Services, as independent contractors, on a per-assignment basis according to the attached Master Agreement, Terms and Conditions, and/or Specifications. This document serves as a guide to bidders for use in formulating their bids. 1. Questions Permitted. YES NO Bidders shall be permitted to submit questions regarding this Invitation for Bid according to the above designation. All such correspondence, including technical questions, should be emailed to the CPS Energy Procurement Analyst specified above no later than [amount of time] prior to the bid submission deadline. Questions will NOT be answered over the telephone. 2. Submission of Bid. Bidder must submit its bid in text readable PDF (portable document format, nonzipped) together with requested information contained herein and supporting documentation to the CPS Energy Procurement Analyst’s email address specified above on or before the bid submission deadline. 3. Data Size Limit. Please do not submit any single email containing more than 40MB of data. If the bid and supporting documentation contain more than 40MB of data, please contact the CPS Energy Procurement Analyst. CPS Energy cannot accept zipped files. 4. Further Clarification / Negotiations. After initial evaluation of all bids, CPS Energy may select a short list of potential bidders to enter into discussions to further clarify bidder’s bid in order to aide CPS Energy. After such discussion and clarification, if any, CPS Energy may select one or more potential bidders to enter into negotiations with on their bid. The selected bidder(s) may be required to prepare and submit a “best and final” offer on the bid for evaluation by CPS Energy. 1 5. Evaluation Criteria / Rejection of Bids. Bids not meeting the minimum qualifications, if applicable, are subject to rejection. CPS Energy reserves not only the right to reject any and all bids and to waive minor formalities and irregularities, but also the right to evaluate the bids to determine which, in its sole judgment, represents the best bid. Respondent’s offer or bid may potentially result in a ten (10) percent addition attributable to Economic Development to non-small business or non-local concerns. Respondents offers or bids will be added with a five (5) percent adder for not for being classified with CPS Energy as a small disadvantaged, service-disabled veteran owned, HUBZone and/or women-owned businesses. Respondents offers or bids will also be added with an additional five (5) percent for not being classified with CPS Energy as a local business in accordance to the zip codes defined within the San Antonio Metropolitan Area (SAMA). 6. Bidder Solely Responsible for Bidding Costs. CPS Energy assumes no liability or responsibility for the costs incurred by the bidders for any materials, efforts or expenses required in the preparation of bids or in connection with presentations or demonstrations prior to the award, if any, of a contract. 7. Execution of Purchase Order Required. Submission of a bid does not create a binding enforceable agreement with CPS Energy. A Best Value is determined considering the relative importance of price and other evaluation factors. Invitation for Bid 1 Purchase Order including all terms, conditions, exhibits, and attachments must be executed by CPS Energy in order to create a binding enforceable agreement with CPS Energy. No bidder may rely upon any written or oral statement(s) or representation(s) as to the award of a contract or intention to enter an agreement made by any CPS Energy personnel. 8. Controlling Document. The terms and conditions of CPS Energy shall govern and control the working relationship of CPS Energy and supplier in providing the Goods and/or performing the Services under the awarded purchase order. Supplier terms and conditions shall not be considered effective unless expressly agreed to and accepted by CPS Energy in writing. 9. Information Submitted Binding. CPS Energy reserves the right to make any and all information submitted by bidder part of the final agreement if the bidder’s bid is accepted. Any changes or substitutions shall be made only with the written acceptance of CPS Energy, and such change or substitution shall not be cause for additional financial compensation. 10. Firm Bid. Each bid shall be firm, not subject to price escalation, and binding for a minimum of 120 days from the bid submission deadline, unless otherwise specified in the Master Agreement, Terms and Conditions, Purchase Order, or Specifications. 11. Tax-Exempt. CPS Energy, a municipally owned electric and gas utility, is a TAX-EXEMPT ORGANIZATION. CPS Energy is exempt from certain sales and use taxes with respect to the purchase price of materials, supplies, equipment and consumables purchased under a separate contract. CPS Energy will provide a Sales Tax-Exemption Certificate upon request. 12. Existing Master Agreement/Terms and Conditions. If Bidder has a current, non-expired Master Agreement or Terms and Conditions with CPS Energy, either: (1) provide a copy of the relevant Master Agreement or Terms and Conditions, or (2) reference the CPS Energy Purchase Order related to the relevant Master Agreement or Terms and Conditions. CPS Energy reserves the right to negotiate a new Master Agreement or Terms and Conditions other than that provided by or referenced by Bidder. Terms Conditions (5-10-2016).docx 13. Exceptions to Terms. Unless a Master Agreement or Terms and Conditions are provided in accordance with Section 12 herein, any exception to the Master Agreement, Terms and Conditions, or Specifications, as attached, must be clearly acknowledged and inserted in tracked-change (redlined) format to a soft copy and must accompany the bid. If there are no exceptions, the words, “NO EXCEPTIONS,” must be stated on the bid. 14. Conflict of Interest Respondent shall complete and submit the Conflict of Interest Attestation attached as Exhibit C. 15. Business Questionnaire. The Respondent shall submit a completed Business Questionnaire with the submission if (i) Respondent does not have an up-todate Business Questionnaire on record with CPS Energy, or (ii) Respondent is not listed within the CPS Energy’s supplier database. Business Questionnaires shall only be considered valid for one (1) year from classification date and must be updated with a new Business Questionnaire beyond such one (1) year period. CPS Energy Business Questionnaire.pdf Addenda. The following selected addenda shall be attached hereto, if applicable, and incorporated by reference: Exhibit A Materials Specifications Exhibit B Pricing Exhibit C Conflicts of Interest Terms and Conditions. The following selected terms and conditions apply to this Invitation for Bid: Standard Terms and Conditions Invitation for Bid 2 Exhibit A Materials Brand Name Milwaukee No substitutions will be accepted. The hand-held, battery-power crimping tools we currently use to make cables. Therefore, we propose to purchase 26 new Milwaukee brand hand-held, battery-powered crimping tools to replace these worn-out, obsolete tools to be included in a detailed tool kit (Milwaukee CPSKit-3) specifically specified for CPS Energy. The Milwaukee CPSKit-3 includes the following hand-held, battery-powered tools: • • • • M18 FORCE LOGICTM 6T UTILITY CRJMPING KIT WITH D3 GROOVES AND FIXED BG DIE, MIS FUELTM HAMMER DRILUIMPACT COMBO KIT WITH ONE-KEYTM, Ml8 FUELTM I" SDS PLUS ROTARY HAMMER KIT, M18 FUELTM SAWZALL TOOL ONLY In addition, with this purchase of 26 CPSKit-3 tool kits, Cps Energy will be requesting the following: • 26 Cutter Heads -49-16-2772 - 750 mcm cutter head • 52 Batteries - 48-11-1850 - 5.0 V batteries Invitation for Bid 3 NO SUBSTITUTIONS Invitation for Bid 4 Exhibit C Conflict of Interest Attestation In order to fulfill reporting requirements to the CPS Energy Board of Trustees, Company must check one box for each of the following questions: 1. Is a current or former member of the CPS Energy Board of Trustees employed by, or otherwise on the payroll, of Company? Yes □ No □ 2. Is a current or former member of the CPS Energy Citizens Advisory Committee employed by, or otherwise on the payroll, of Company? Yes □ No □ 3. Is a former CPS Energy employee who was at the executive level or higher immediately prior to their departure from CPS Energy employed by, or otherwise on the payroll, of Company? Yes □ No □ In accordance with CPS Energy procurement policies and procedures, CPS Energy shall enter into agreements based on “best value,” which is the consideration of pricing together with several other factors, including, but not limited to, financial stability and economic development. No Current or Prior Conflict of Interest. Company represents that it has/had no current or prior material business, professional, personal, or other interest, including, but not limited to, the representation of other clients, that would be inconsistent or incompatible with Company’s obligations to CPS Energy under any resulting agreement. Notice of Conflict. If any actual or potential conflict of interest arises under this Agreement, Company shall immediately inform CPS Energy in writing of such conflict. Termination for Material Conflict. Notwithstanding the representations made above, if CPS Energy becomes aware of any conflict of interest, through Company's disclosure or otherwise, CPS Energy may terminate any resulting agreement without further liability to Company. Verification / Declaration. I declare under penalty of perjury under the laws of the State of Texas that the foregoing declaration is true, correct and accurate and that I am the Respondent’s Official Representative. Executed _________________, 20__. By: Print Name: Title: Invitation for Bid 5 Checklist for Submission of Bid Bidder may use the following checklist to ensure its bid is complete, however, the checklist is provided for convenience only and Bidder shall not rely on it for completeness of its bid. Bidder is responsible for reviewing the entire Invitation for Bid and ensuring Bidder’s bid meets all requirements set forth therein. For Goods: Text-searchable PDF Pricing Business Questionnaire Standard Terms and Conditions Conflicts of Interest Invitation for Bid 6
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